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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,699 | $157,296-3.6% | $141,191+7.4% | $152,897-0.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.53% | 64.34%-40.8pp | 71.41%-47.9pp | 345.43%-321.9pp |
| Employer contribution / active EE | $3,034 | $5,262-42.3% | $4,736-35.9% | $4,764-36.3% |
| Participant deferral / active EE | $6,181 | $7,111-13.1% | $6,710-7.9% | $5,851+5.6% |
| Admin fee / account holder | $276 | $12,125-97.7% | $10,264-97.3% | $11,599-97.6% |